Frost Total Return Bond Fund Investor Class (FATRX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FATRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FATRX
FATRX charges 0.71% annually. There are 91 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | FATRX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | FATRX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | FATRX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | FATRX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | FATRX vs BCOIX |
Best Risk-Adjusted Alternatives to FATRX
FATRX has a PortfoliosLab risk / return rank of 32. There are 21 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | FATRX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | FATRX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | FATRX vs LCTRX | |
| GMO Multi-Sector Fixed Income Fund | 90 | — | Apr 1997 | FATRX vs GUGAX | |
| MassMutual Diversified Bond Fund | 87 | — | May 1999 | FATRX vs MDVAX |
Top Performing FATRX Alternatives (YTD)
FATRX is at 0.56% YTD. There are 13 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 2.77% | — | Jul 2015 | FATRX vs TNUIX | |
| Nuveen Core Plus Impact Fund | 2.50% | — | Apr 2021 | FATRX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.33% | — | May 1999 | FATRX vs MDVAX | |
| Holbrook Income Fund Class I | 2.33% | — | Jul 2016 | FATRX vs HOBIX | |
| Putnam Mortgage Securities Fund | 2.17% | — | Feb 1984 | FATRX vs PGSIX |
Lowest Volatility Alternatives to FATRX
FATRX has 3.24% 1-year volatility. There are 12 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.17% | — | Jun 2017 | FATRX vs AMFIX | |
| Archer Income Fund | 1.83% | — | Mar 2011 | FATRX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.98% | — | Jul 2010 | FATRX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.04% | — | Jul 2010 | FATRX vs LCTIX | |
| Holbrook Income Fund Class I | 2.05% | — | Jul 2016 | FATRX vs HOBIX |
Lowest Drawdown Alternatives to FATRX
FATRX has a 1-year max drawdown of -2.15%. There are 7 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | FATRX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | FATRX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | FATRX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | FATRX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | FATRX vs LCTIX |
Compare FATRX with Any Fund or Stock
Compare FATRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FATRX with funds that move differently
Frost Total Return Bond Fund Investor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FATRX.
Explore FATRX Diversifiers